3 / 5 Stars
3 3 1 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 46 Equity Energy Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.56 percent over the past year, 1.72 percent over the past three years, 14.17 percent over the past five years, and 10.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.5%|
|3 Years (Annualized)||1.7%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||10.2%|
The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the energy field including the conventional areas of oil, gas, electricity and coal, and newer sources of energy such as nuclear, geothermal, oil shale, and solar power. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
Fees are High compared to funds in the same category.
Fidelity Advisor Energy Fund has an expense ratio of 1.91 percent.
Risk is Average compared to funds in the same category according to Morningstar.